Minerva Planning Group

Amy did an excellent job with developing our financial plan. She developed multiple personalized scenarios to help us understand the impact of some major life decisions on our long term plan. They were great to work with, the process was smooth, and we felt the service provided a great value. We are looking forward to continuing our relationship with Minerva Planning Group the next time we need a financial plan check in.

We’ve had a wonderful experience working with Amy Mawson as our financial advisor. She took the time to truly understand our goals and helped us create a clear, personalized plan for both our current finances and our retirement future. Amy explained everything in a way that was easy to follow and made sure we felt confident in every decision. Her professionalism, knowledge, and genuine care for her clients really stand out. We now feel much more secure and prepared for the years ahead. We highly recommend Amy to anyone looking for expert financial guidance and peace of mind about their financial future.

Amy was a delight to work with - professional guidance who understood our goals and needs. Came away with a much clearer picture of our financial situation and how we can plan for retirement. We appreciated that we could ask for good advice without being pushed particular investment or insurance products - no sales, just great information. Would highly recommend, and will be working with Minerva Planning Group in the future.

We highly recommended Amy Mawson, CFP. Amy is so knowledgeable, personable, and professional. She explained everything in terms that we could understand. We feel that she covered all the details, came up with a plan that is in our best interest, and will be easy for us to follow. Thanks to Amy!

I had an excellent experience with Amy developing my financial plan. She is a great listener and has an intuitive sense of her client's needs. I was very pleased with our engagement and feel much more confident about my financial picture. Highly recommended.

It was a true pleasure working with Amy! I have such peace of mind about our financial situation. Neither my husband nor I have any financial planning background, so we were looking for someone who could advise us on retirement savings, education savings, etc, and Amy was able to walk us through all the options and explain everything to two people who don't spend all day thinking about finance. Highly recommend!

We have always been DIY with investing, but with retirement approaching, we finally admitted that we needed professional guidance. Amy gave us a clearer picture of where we stand and how our situation might change under different economic scenarios. She helped us consider a lot of factors besides investment strategies, too–withdrawal strategies, medical expenses, taxes, and whether Roth conversions might be worthwhile. We met with her twice, and I had several questions between meetings that she answered promptly. Her familiarity with Social Security and pension nuances for federal and state employees was especially helpful for us. We really debated whether to spend the money for this guidance. But it was definitely worth it. We now have a solid path forward, instead of our usual MO of winging it and hoping for the best.

Micah and Amy were simply awesome! They took time to address every one of our questions, and did so with a friendly and professional demeanor that left us feeling good about where we are with our future goals and plans! We highly recommend the Minerva Planning Group! Thank you!